FBA

Front Barnett Associates Portfolio holdings

AUM $833M
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$16.6M
3 +$16.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$15M
5
JPM icon
JPMorgan Chase
JPM
+$14.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.56%
2 Technology 16.26%
3 Financials 12.42%
4 Healthcare 9.74%
5 Energy 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.05%
+8,408
102
$203K 0.05%
+4,591
103
$201K 0.05%
+5,548
104
$116K 0.03%
+12,747
105
$18K ﹤0.01%
+500
106
$10K ﹤0.01%
+87,500
107
$4K ﹤0.01%
+54,000